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What, Exactly, is Planned Giving?

What, Exactly, is Planned Giving?

We throw around words like ‘planned giving’ and ‘gift planning’ and ‘legacy’ all the time, and we thought we’d start from ground level with this post: what, exactly, do we mean? More importantly, why does any of this matter?

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Put it on Paper: How to Write a ‘Legacy Letter’

Put it on Paper: How to Write a ‘Legacy Letter’

There are a lot of details that go into a legacy plan: who gets what, and how assets should be handled, are essential elements that need to be spelled out clearly. But it’s also important to consider the relational side of your legacy. Here’s one great way to leave a meaningful impact on those that matter most to you.

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Introducing the “Live Your Legacy” Kit

Introducing the “Live Your Legacy” Kit

We’re about meaningful conversations that spark incredible action. We created a boxed experience that’s designed to inspire reflection on the values and causes that mean the most to you and your family. Whether you’re a client of ours or brand new to thinking about legacy, now you can open a box, start a conversation, and unpack your legacy.

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What Happens if You Die Without a Will?

What Happens if You Die Without a Will?

It’s estimated that 70 percent of Americans don’t have a will. Nobody wants to think about dying, but creating an estate plan will save your loved ones from near-certain headaches and disagreements. Here’s what happens if you die without a will…and why you should probably avoid that at all costs.

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Gift Planning Services: Meet Our Founders

Gift Planning Services: Meet Our Founders

This year is a big milestone for our company! We’re marking 20 years in business by throwing an all-out, year-long party. We’re launching new offerings, giving back to our communities, and celebrating half a billion dollars in charitable giving that our work has made possible. Hear what our founders, Ron and Jenny, had to say about how the company started, what’s changed in the last 20 years, and what’s ahead.

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Estate Plan Decisions to Make Before You Turn 40

Estate Plan Decisions to Make Before You Turn 40

Many young adults think they’re too young to have to worry about estate planning. But without a plan in place, your kids, pets, and assets could get caught in limbo if something unexpected happens. Don’t wait! Here are the top estate plan decisions to make before you turn 40.

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